Who owns WISDOMTREE TR?
- Ticker: GDE
- CUSIP Number: 97717y568
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr stock
Who bought or sold WISDOMTREE TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mainstay Capital Management | 2.0M | $121M | 70% | Dec 2025 |
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| Alpine Bank Wealth Management | 663k | $41M | -15% | Dec 2025 |
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| Colony | 218k | $13M | 0% | Dec 2025 |
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| CWM | 191k | $12M | 18% | Dec 2025 |
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| Stapp Wealth Management, P | 137k | $8.4M | -1% | Dec 2025 |
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| Wealthcare Advisory Partners | 136k | $8.4M | -13% | Dec 2025 |
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| McGrath & Associates | 114k | $7.0M | 3% | Dec 2025 |
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| Magnolia Private Wealth | 107k | $6.6M | -7% | Dec 2025 |
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| Sanctuary Advisors | 72k | $4.4M | 371% | Dec 2025 |
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| Triton Wealth Management, P | 72k | $5.0M | 390% | Dec 2025 |
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| Howard Bailey Securities | 66k | $3.8M | 100% | Sep 2025 |
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| Atria Investments | 60k | $3.7M | 139% | Dec 2025 |
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| Cambridge Investment Research Advisors | 60k | $3.7M | -6% | Dec 2025 |
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| PFG Financial Advisors | 54k | $3.4M | -13% | Dec 2025 |
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| Ameriprise Financial | 54k | $3.1M | 100% | Sep 2025 |
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| Great Valley Advisor Group | 52k | $3.2M | -1% | Dec 2025 |
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| Advisor Group Holdings | 51k | $3.2M | -1% | Dec 2025 |
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| Kestra Advisory Services | 46k | $2.8M | 100% | Dec 2025 |
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| Fermata Advisors | 43k | $2.6M | 25% | Dec 2025 |
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| SFG Wealth Management | 34k | $2.0M | 100% | Sep 2025 |
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| Optima Capital | 33k | $2.1M | -28% | Dec 2025 |
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| LPL Financial | 31k | $1.9M | -83% | Dec 2025 |
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| Spinnaker Investment Group | 27k | $1.7M | 24% | Dec 2025 |
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| Aspire Capital Advisors | 26k | $1.6M | 94% | Dec 2025 |
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| Jane Street | 24k | $1.5M | 343% | Dec 2025 |
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| Elequin Capital | 24k | $1.4M | 100% | Sep 2025 |
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| LWM Advisory Services | 20k | $1.2M | 100% | Sep 2025 |
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| Worth Asset Management | 19k | $1.1M | 0% | Dec 2025 |
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| Citadel Advisors | 17k | $987k | 100% | Sep 2025 |
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| M Wealth Management | 14k | $885k | -3% | Dec 2025 |
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| XY Planning Network | 14k | $848k | 100% | Dec 2025 |
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| Royal Bank of Canada | 14k | $785k | -16% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 13k | $788k | 1% | Dec 2025 |
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| Envestnet Asset Management | 13k | $788k | -20% | Dec 2025 |
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| Kingsview Wealth Management | 12k | $753k | 150% | Dec 2025 |
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| Elm3 Financial Group | 12k | $724k | 6% | Dec 2025 |
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| Steel Peak Wealth Management | 8.6k | $527k | 100% | Dec 2025 |
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| Raymond James Financial | 8.2k | $469k | 100% | Sep 2025 |
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| Redhawk Wealth Advisors | 8.1k | $500k | -1% | Dec 2025 |
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| Efficient Wealth Management | 7.7k | $474k | 8% | Dec 2025 |
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| Optivise Advisory Services | 7.2k | $445k | 15% | Dec 2025 |
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| HPM Partners | 5.4k | $332k | 100% | Dec 2025 |
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| Prospera Financial Services | 5.4k | $332k | 23% | Dec 2025 |
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| Goss Wealth Management | 4.1k | $251k | -1% | Dec 2025 |
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| UBS Group | 3.9k | $239k | 9826% | Dec 2025 |
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| Jpmorgan Chase & Co | 3.9k | $221k | 100% | Sep 2025 |
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| Geneos Wealth Management | 3.8k | $233k | 15% | Dec 2025 |
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| Kelman-Lazarov | 3.5k | $216k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 3.5k | $214k | -2% | Dec 2025 |
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| J.w. Cole Advisors | 3.3k | $201k | 100% | Dec 2025 |
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| AE Wealth Management | 2.9k | $177k | 47% | Dec 2025 |
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| Team Financial Group | 2.5k | $152k | -52% | Dec 2025 |
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| Caitlin John | 500.00 | $31k | 100% | Dec 2025 |
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| IFP Advisors | 211.00 | $13k | 0% | Dec 2025 |
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| Signature | 125.00 | $7.7k | 100% | Dec 2025 |
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| Us Bancorp | 75.00 | $4.6k | -40% | Dec 2025 |
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| William Blair $ Company | 10.00 | $574.000000 | 0% | Sep 2025 |
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Who sold out of Wisdomtree Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belvedere Trading | Sep 2025 | 13k | $741k |
| Hrt Financial | Sep 2025 | 7.5k | $428k |
| Wealth Enhancement Advisory Services | Sep 2025 | 4.3k | $254k |